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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$9.88M +$666K +28,741 +7%
WIC
27
Woodmont Investment Counsel
Tennessee
$9.57M +$1.21M +52,086 +15%
GA
28
Gateway Advisory
New Jersey
$8.3M -$15.9M -687,214 -66%
RJA
29
Raymond James & Associates
Florida
$8.25M +$190K +8,212 +2%
AF
30
Arrow Financial
New York
$7.49M -$240K -10,337 -3%
PPWM
31
PFG Private Wealth Management
Florida
$7.01M +$252K +10,891 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.25M +$274K +11,804 +5%
VVP
33
Venture Visionary Partners
Ohio
$6.02M -$273K -11,796 Closed
AIA
34
Arcadia Investment Advisors
Idaho
$5.9M +$581K +25,072 +11%
SWMG
35
Signature Wealth Management Group
Georgia
$5.44M +$378K +16,306 +8%
SSB
36
Sandy Spring Bank
Maryland
$4.83M -$370K -15,972 -7%
PWS
37
Peloton Wealth Strategists
Indiana
$4.63M +$399K +17,200 +10%
TF
38
TLWM Financial
Texas
$4.45M +$1.36M +58,574 +44%
CIM
39
Confluence Investment Management
Missouri
$4.2M -$6.09M -262,635 -59%
MGIA
40
Matthew Goff Investment Advisor
Texas
$4.09M -$2.62M -113,224 -39%
MA
41
MCF Advisors
Kentucky
$3.57M +$3.01M +129,819 +562%
4FG
42
4Thought Financial Group
New York
$3.55M +$1.04K +45 +0%
PWM
43
Praetorian Wealth Management
California
$3.55M +$580K +25,033 +20%
CA
44
CGN Advisors
Kansas
$3.52M +$1.08M +46,752 +45%
GPA
45
Guidance Point Advisors
Massachusetts
$3.5M -$3.04M -131,098 Closed
RF
46
Robbins Farley
New Hampshire
$3.4M +$3.37M +145,333 New
FWMM
47
Foundation Wealth Management (Missouri)
Missouri
$3.03M
IA
48
IFP Advisors
Florida
$2.9M +$2.63M +113,310 +1,273%
SBL
49
Sargent Bickham Lagudis
Colorado
$2.89M +$2.85M +122,957 +16,482%
VWMG
50
Virginia Wealth Management Group
Virginia
$2.81M +$752K +32,425 +37%